Good Morning: This is a daily review of the stocks in your portfolio, updated on Wednesday, July 2, 2025 at 7:12 AM (UTC). The data is lagged by ~1 day.


Summary Table

Charts

AAPL

AAPL sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.1100929 -0.1587774 8899.071 1
Buy_Hold -0.0994106 -0.1437655 8878.162 1

##### AAPL Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
AAPLStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

ACHR

ACHR sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.002439 -0.0036133 9975.61 2
Buy_Hold 2.166667 4.5216567 29144.54 1

##### ACHR Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
ACHRStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

ALT

ALT sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.4337349 -0.5695843 5662.651 1
Buy_Hold -0.3705357 -0.4964945 6275.965 1

##### ALT Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
ALTStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

AMD

AMD sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0155085 0.0230748 10155.085 2
Buy_Hold -0.1098686 -0.1584630 8896.078 1

##### AMD Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
AMDStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

AMZN

AMZN sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0279145 0.0416564 10279.14 2
Buy_Hold 0.1935466 0.2998795 11673.82 1

##### AMZN Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
AMZNStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

ASTS

ASTS sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.3483728 0.5574862 13483.73 4
Buy_Hold 0.7178218 1.2300802 16403.64 1

##### ASTS Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
ASTSStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

BBAI

BBAI sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.00000 0.000000 10000.00 0
Buy_Hold 3.15625 7.262933 39349.11 1

##### BBAI Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
BBAIStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

BKSY

BKSY sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.4926999 0.8108757 14927.00 4
Buy_Hold 2.2745100 4.8026806 31559.06 1

##### BKSY Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
BKSYStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

CCCM

CCCM sd indic
## [1] NA
## [1] NA
CCCM Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
CCCMStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

CHWY

CHWY sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.0084937 -0.0125649 9915.063 2
Buy_Hold 0.5243992 0.8681722 15101.011 1

##### CHWY Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
CHWYStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

CLBR

CLBR sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1678161 0.2585565 11678.16 1
Buy_Hold 0.4824903 0.7925459 14796.12 1

##### CLBR Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
CLBRStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

COF

COF sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1802570 0.2784823 11802.57 4
Buy_Hold 0.3950081 0.6379993 13805.98 1

##### COF Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
COFStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

COIN

COIN sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0740988 0.1117791 10740.99 2
Buy_Hold 0.6856683 1.1684845 16254.48 1

##### COIN Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
COINStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

CORZ

CORZ sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.7346034 1.2624506 17346.03 4
Buy_Hold 0.2758875 0.4349981 12815.75 1

##### CORZ Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
CORZStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

CTM

CTM sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.000000 0.0000 10000.00 0
Buy_Hold 5.167665 13.8333 60946.74 1

##### CTM Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
CTMStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

DIS

DIS sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1059083 0.1609329 11059.08 4
Buy_Hold 0.2831463 0.4471166 12740.12 1

##### DIS Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
DISStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

GOOGL

GOOGL sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.0720845 -0.1049732 9279.155 1
Buy_Hold 0.0802310 0.1212010 10672.493 1

##### GOOGL Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
GOOGLStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

HIMS

HIMS sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1301991 0.1989316 11301.99 1
Buy_Hold 1.2432180 2.3121910 20717.06 1

##### HIMS Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
HIMSStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

HOOD

HOOD sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.3510154 0.5620131 13510.15 2
Buy_Hold 2.4580524 5.2912735 34057.54 1

##### HOOD Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
HOODStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

META

META sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.084850 0.1283150 10848.50 2
Buy_Hold 0.275914 0.4350422 12400.99 1

##### META Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
METAStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

MIRA

MIRA sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.6287492 1.0608325 16287.49 5
Buy_Hold 0.1308411 0.1999413 11415.10 1

##### MIRA Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
MIRAStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

MSTR

MSTR sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.3230138 0.514263 13230.14 2
Buy_Hold 0.7448002 1.282193 17356.33 1

##### MSTR Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
MSTRStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

MSTY

MSTY sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.2539286 -0.3522377 7460.714 1
Buy_Hold -0.3188784 -0.4340474 6781.366 1

##### MSTY Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
MSTYStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

NET

NET sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0413862 0.0619569 10413.86 2
Buy_Hold 1.1103377 2.0255483 20983.66 1

##### NET Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
NETStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

NFLX

NFLX sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.2527766 0.3966361 12527.77 4
Buy_Hold 0.7264344 1.2466743 16957.91 1

##### NFLX Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
NFLXStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

NVDA

NVDA sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.2586885 0.4064171 12586.88 4
Buy_Hold 0.0984523 0.1493496 10793.49 1

##### NVDA Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
NVDAStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

ONDS

ONDS sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0377359 0.0564438 10377.36 2
Buy_Hold 1.2897197 2.4144784 21538.46 1

##### ONDS Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
ONDSStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

PLTR

PLTR sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.7299281 1.253417 17299.28 4
Buy_Hold 2.0683257 4.269383 30497.08 1

##### PLTR Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
PLTRStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

ROBN

ROBN sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.000000 0.000000 10000.00 0
Buy_Hold 1.130246 5.361171 20439.47 1

##### ROBN Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
ROBNStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

RTAC

RTAC sd indic
## [1] NA
## [1] NA
RTAC Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
RTACStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

RZLV

RZLV sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1135135 0.1727871 11135.13 2
Buy_Hold -0.4240000 -0.5585703 5691.70 1

##### RZLV Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
RZLVStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

SHOP

SHOP sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1860016 0.2877173 11860.02 4
Buy_Hold 0.4143861 0.6718406 13870.49 1

##### SHOP Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
SHOPStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

SOFI

SOFI sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.2339978 0.3657152 12339.98 4
Buy_Hold 0.6928982 1.1822857 16720.38 1

##### SOFI Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
SOFIStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

SOXL

SOXL sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.8338967 1.4570529 18338.967 6
Buy_Hold -0.2689349 -0.3714572 7181.052 1

##### SOXL Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
SOXLStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

SPY

SPY sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0981081 0.1488157 10981.08 4
Buy_Hold 0.0686172 0.1033787 10626.05 1

##### SPY Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
SPYStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

SQQQ

SQQQ sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0812164 0.1227175 10812.164 2
Buy_Hold -0.4582996 -0.5969702 5590.529 1

##### SQQQ Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
SQQQStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

TGT

TGT sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.2119442 -0.2974763 7880.558 1
Buy_Hold -0.2985478 -0.4088267 7001.281 1

##### TGT Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
TGTStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

TMC

TMC sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.4814815 0.7907381 14814.82 2
Buy_Hold 4.9400001 13.0289323 58811.88 1

##### TMC Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
TMCStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

TQQQ

TQQQ sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.2045993 0.3177629 12045.99 4
Buy_Hold 0.1267586 0.1935253 10906.03 1

##### TQQQ Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
TQQQStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

TSLA

TSLA sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.1558070 -0.2220338 8441.93 1
Buy_Hold 0.4074889 0.6597697 13849.31 1

##### TSLA Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
TSLAStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

UNH

UNH sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.2624293 -0.3631483 7375.707 3
Buy_Hold -0.4223930 -0.5567435 5700.453 1

##### UNH Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
UNHStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

UTI

UTI sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1637518 0.2520691 11637.52 4
Buy_Hold 1.0273461 1.8508572 20645.57 1

##### UTI Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
UTIStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))